Cat Coyne
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Articles
Recent activity by Cat Coyne-
Connect to Sage Business Cloud Accounting
AP automation in seconds with iCompleat and Sage Business Cloud Switching to a new finance system? Please email us at ClientServices@CompleatSoftware.com to let us know, and we'll look into connect...
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Approve or deny an invoice with a bank detail validation error
How to deal with failed bank detail validation 1. Check if the bank details in your finance system are accurate 2. Contact the supplier 3. Report any fraudulent activity Best practice tips Handle...
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Workflows
Access Workflows Workflows for specific transaction types About approval groups Saving approval groups The Configure Criteria step Mandatory approval comments Criteria and approval thresholds The ...
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Sending invoices to iCompleat
1. Give your e-invoicing email address to suppliers 2. Set up auto forward (optional) Sending invoices FAQs The ultimate guide to iCompleat invoice etiquette This guide shows you how to make sure...
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Compleat Expenses Claim Statuses Explained
Don't have Compleat Expenses yet?Contact Us to get Compleat Expensesor▶️ Watch to learn more Each stage within the claim journey is represented by a claim Status. You can see the status of a claim ...
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▶️ It's Flow Time: Build Showstopping Workflows That Elevate Approvals - Lunch & Learn Replay
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Customise your purchase order template
Change the look and feel of the PDF orders sent to your suppliersYour purchase order template determines the look and feel of the order PDF that iCompleat can automatically submit to your suppliers...
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Compleat Expenses Features Explained
Don't have Compleat Expenses yet?Contact Us to get Compleat Expensesor▶️ Watch to learn more Features are additional options that can be activated in your Compleat Expenses account. Where do I find...
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▶️ Up Your AP Game: Next-Level Tips to Elevate your Invoice Processing - Lunch & Learn Replay
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Enable manual delivery site entry for orders
Enter a new delivery address when editing and placing orders in iCompleat You need to be an iCompleat administrator to access this setting. If your company shops with Amazon Business using Integr...